Good MorningTuesday's session turned cautious as the market's central tension came into focus: AI infrastructure spend versus the revenue it's supposed to generate. Reports that OpenAI missed its own internal revenue targets rattled chip and data center names after a multi-session semiconductor rally, with selling concentrated in recent leadership while defensives held in. The tape's narrow breadth heading into a heavy earnings week reflected that unease.
Oil briefly touched $100 a barrel as U.S.-Iran negotiations over the Strait of Hormuz stalled, keeping inflation risk elevated and complicating the Fed's posture. The central bank opens its two-day meeting today, with rates expected to hold, but this is also likely Jerome Powell's final meeting as chair before Kevin Warsh takes over, and Warsh's signaled preference for stricter inflation targeting makes the policy transition itself a variable for positioning.
Oracle slid on its OpenAI partnership exposure as the revenue miss rippled through infrastructure plays, while Arm Holdings extended its pullback after a steep AI-driven run. UPS beat estimates but fell as investors zeroed in on a domestic volume dip, feeding margin durability concerns. General Motors was a standout, raising full-year guidance with truck demand holding firm even above $4 gas. Traders are watching Wednesday's Fed statement and Powell's press conference for signals on how energy-driven inflation shapes the rate path under incoming leadership. Featured: Is this the next millionaire maker? (Ad) 
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Finance | |
A definitive agreement for The Real Brokerage Inc. (NASDAQ: REAX) to acquire RE/MAX Holdings, Inc. (NYSE: RMAX) for an $880 million enterprise value is a high-stakes strategic survival maneuver masked as a property technology (prop-tech) expansion. Facing severe margin compression in the post-Natio... Read the Full Story |
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From Our Partners | | Institutional trading in prediction markets is up 800% since the start of the year, with investors like Peter Thiel pouring money into platforms like Kalshi.
Analysts project the market could grow from 64 billion to 1.3 trillion as Wall Street firms explore new opportunities in this space.
Luke Lango, ranked the world's top trader by TipRanks in 2020, breaks down what's driving this shift and the single company he says stands to benefit most. | | Watch Luke Lango's free briefing on this emerging market trend now. |
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Retail/Wholesale | |
Several stocks with market capitalizations above $100 billion just made notable dividend announcements. These names are among the largest in their respective industries, and despite widely differing performance, continue to make good on their commitments to return more capital to shareholders.
Cost... Read the Full Story |
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Consumer Staples | |
Coca-Cola (NYSE: KO) is not without headwinds, but it is navigating them well, delivering market-beating results and driving ample cash flow.
Its Q1 earnings results highlighted its strengths, with organic sales picking up and margins improving. Among those strengths is its reliable cash flow, whi... Read the Full Story |
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From Our Partners | | SpaceX's $1.75 trillion IPO turned more than 4400 employees into millionaires, according to The New York Times.
Peter Thiel, SpaceX's first major backer, just placed a $1 billion bet on a private defense company - and Dr. Mark Skousen believes an IPO announcement could be imminent.
Skousen predicted the SpaceX IPO filing a week before it happened and is now sharing the ticker behind Thiel's next move. | | Get your free pre-IPO ticker before the next big announcement |
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Transportation | |
The future of urban transportation has long been a promising but distant vision for investors. However, a series of recent flights weaving through the iconic New York City skyline has forcefully pulled that future into the present. Joby Aviation, Inc. (NYSE: JOBY), a leader in the electric air taxi... Read the Full Story |
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Technology | |
Insiders are selling big tech stocks, but investors should think twice about doing the same.
The insiders, all of whom have been in position for years, most for at least 10 and some for over 20, not only benefit from share-based compensation but have experienced significant gains over the past few ... Read the Full Story |
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From Our Partners | | Wall Street insiders always get first access to pre-IPO shares at the lowest prices, locking in gains before the public ever sees a listing.
Dr Mark Skousen says he's found a crack in that system - a backdoor that could let everyday investors get a pre-IPO stake before the announcement hits.
Space is limited, and Dr Skousen is revealing the ticker for free right now. | | Click here to get your free pre-IPO ticker today |
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Technology | |
The next phase of the AI revolution has a name, and it is already reshaping how the world's largest technology companies are positioning themselves. The shift from AI as a tool you interact with to AI as an agent that works autonomously on your behalf is being called the Agentic Era. And for invest... Read the Full Story |
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Consumer Discretionary | |
Marriott International (NASDAQ: MAR) has had an impressive run, but as shares hover near all-time highs, investors are left weighing whether the momentum will continue or if it's time to check out.
Shares of the hospitality giant are up more than 50% over the past year and more than 140% over the ... Read the Full Story |
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Transportation | |
United Airlines Holdings, Inc.'s (NASDAQ: UAL) audacious, albeit unsuccessful, bid for American Airlines (NASDAQ: AAL) has exposed a critical inflection point for the U.S. aviation sector. The move signals an urgent, industry-wide mandate to acquire scale as crippling aircraft delivery backlogs and... Read the Full Story |
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Basic Materials | |
When it comes to commodities, individual countries often dominate global reserves. While the United States may be the world’s largest oil producer, Venezuela holds the world’s largest proven oil reserves with over 300 billion barrels. Australia and Russia have the largest unmined gold deposits, and... Read the Full Story |
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Medical | |
GLP-1 seller Hims & Hers Health (NYSE: HIMS) has seen significant volatility in its stock price as of late. Notably, despite seeing a 41% single-day surge in early March, HIMS remains down nearly 10% in 2026. That single-day surge came as Hims and Novo Nordisk A/S (NYSE: NVO), the maker of Wego... Read the Full Story |
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Wednesday's Early Bird Stock Of The Day Avanti Helium Corp. acquires, explores, and develops helium projects in Canada and the United States. The company's principal project is its 100% owned Greater Knappen Project, which covers an area of approximately 70,140 acres located in the Southern Alberta and Northwestern Montana. The company was formerly known as Avanti Energy Inc. and changed its name to Avanti Helium Corp. in August 2022. Avanti Helium Corp. was incorporated in 2011 and is headquartered in Calgary, Canada. | | View Today's Stock Pick |
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